We have three groups of people: Pre-sales Sales Accounting & Support These are our sales stages: We collect leads. Some leads might be interested in our product some are not. Pre-sales qualifies the leads. If there is a potential sale the lead becomes an opportunity and is turned over the a...

I have recently started using Microsoft Dynamics CRM 4.0 and I have noticed that when using the Advanced Find option I have the ability to build my own queries by adding and removing columns from the front end. But can anyone tell me where I can map the data brought back from these columns to the...

I need some help (I've tried to answer this question so many times but can't). A device connected across the imput of an S-R flip-flop to insure complementary inputs is? Expand terminals are used with logic gates to increase the? If the signal input to a sense amplifier exceeds the reference...

My company calls on behalf of Associations. we have a vendor that we purchased a number to place against each Association. This number is given to us to store in our CRM. Then we provide the Caller ID name we want to show up on the customer's end to the vendor who then stores all of the numbers in...

Hi, I have created a custom entity in CRM 4.0. As per my business requirement it is required to give access to this custom entity to some Specific users which are not using other entities of CRM. I created a new security role and enable a user based access to custom entity. then I assign the role...

I am currently experiencing an issue within my Microsoft Dynamics CRM 4.0 Opportunity entity. When I try to input a new opportunity product. I select the button on the form “New Opportunity Product,” but instead of opening this, it does nothing at all. What could cause this to happen? And how...

I would like to know if there was a way that when a certain product is selected on a CRM account if it could automatically input that account into a marketing list? What steps would I need to take in order to implement this process? I appreciate all the help.

I would like to know what the best way to input products into CRM? I don’t much like how it is laid out in CRM now. I would like it to look more like a tree. Such as listed below. Manufacturer: Akzo Brand: Sikkens Primer Brand: U-Tech Primer Part Numbers: 399199 2K100 Grey...

I am looking for tips on how to get up to speed on this new platform and software. I have been on AS/400, RPG, etc for my entire career. If anyone has been through a similar change, I would like to hear about your experiences. Thank you.

We frequently get multiple leads from same contact before we close a deal. In MS-CRM, we only associate one lead, one opp and currently mark subsequent leads as duplicates. Marketing wants to be able to track all leads associated with won deals. How do other organizations handle this? Was your...

I am using Microsoft GP 9.0 and I`m trying to give access to a company to a certain user but l`m receiving a message "the user could not be added to one or more databases" but he has already have access to two companies.

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